SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,642,014 | -16.4% | 72,463 | -13.3% | 0.33% | -1.5% |
| Q2 2023 | $4,354,916 | -10.0% | 83,572 | -16.8% | 0.33% | -18.0% |
| Q1 2023 | $4,838,514 | +9.4% | 100,488 | +2.2% | 0.40% | -6.5% |
| Q4 2022 | $4,421,665 | +23.3% | 98,303 | +15.1% | 0.43% | +5.6% |
| Q3 2022 | $3,585,000 | +8.5% | 85,378 | +14.6% | 0.41% | +9.6% |
| Q2 2022 | $3,304,000 | +24.8% | 74,524 | +49.5% | 0.37% | +41.7% |
| Q1 2022 | $2,648,000 | +20.4% | 49,848 | +26.5% | 0.26% | +21.7% |
| Q4 2021 | $2,200,000 | +38.7% | 39,413 | +25.4% | 0.22% | +24.0% |
| Q3 2021 | $1,586,000 | +103.1% | 31,440 | +102.7% | 0.18% | +96.6% |
| Q2 2021 | $781,000 | – | 15,513 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |